Fact-finder

Customize your own fact-finder PDF!

Download your fact-finder questions from here.
Use the first builder for page 1 and the second builder for page 2.

You can arrange your questions from the right panel!

How much do you have set aside for your funeral & other final expenses?
How much do you owe on your home mortgage or credit cards?
Who do you want as your beneficiary?
Do you want to leave a legacy?
Do you have any long-term care funding?

How many kids do you have?
What are their names?
How old are they?
How many grandkids do you have?
What are their names?
How old are they?
Do you want to provide a free $3,000 life insurance to your grandkids?
Do you have any pets?
What kind are they and what are their names?
Where did you grow up?
What is your favorite thing to do in your spare time?
If you could visit (or live) anywhere, where would you go?
What is your favorite movie?
What is your favorite type of music?